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In the Account Plan P&L key performance indicators (KPIs) Requirement, the design of the Latest Estimate KPI is all past periods and should show actual values, while current and all future periods should show planned values.
How should a consultant recommend building this in the KPI formula to determine past, current, and future weeks?
Northern Trail Outfitters wants to send email to approvers, when the key account manager (KAM) is not able to approve promotions due to a threshold limitation of plan spend being more than US$50,000.
How should a consultant configure this scenario, when promotion plan spend is more than $50,000?